See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,996 | $85,202-20.2% | $172,739-60.6% | $72,985-6.8% |
| Participation rate | 93.3% | 70.1%+23.2pp | 82.6%+10.6pp | 69.5%+23.8pp |
| Annual return | 13.62% | 27.32%-13.7pp | 802.84%-789.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,303 | $3,260-60.0% | $5,198-74.9% | $3,607-63.9% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |